Visma.net ERP
Activity (CR306010)
This topic gives you information about the elements that you find in this window in Visma.net ERP, such as fields, field values, buttons, and check boxes.
By using this window, you can create a new activity, view the details of an existing activity, and create an email and send it to a contact.
The window toolbar includes standard and window-specific buttons.
| Button | Description |
|---|---|
| Save and close | Saves the activity you enter and closes the pop-up window. You can see the activity on the Activities tab, and the status will be Completed. |
| Complete | Completes the activity and sets the status to Completed. |
The Details tab
You use this tab to enter or view details about the activity.
The editor area, located at the bottom of the tab, lets you add comments about the activity.
| Element | Description |
|---|---|
| Summary | A description of the activity, which can be used as its ID. |
| Type | The type of the activity. |
| Internal | A check box that indicates (if selected) that the activity is hidden from external users. |
| Date |
The start date and time of the activity. The time information is available only if the Track time check box is selected. |
| Work group | The work group to which the activity is assigned. |
| Owner | The username of the employee responsible for this activity. |
| Related entity description |
The entity that this activity is associated with. For example, if you are creating an activity that is associated with a lead, this lead will be specified in the box by default. To adjust the value, click the magnifier icon; as a result, the Select entity dialog box opens. |
| Task | The parent task or event for the current activity. |
| Project |
The project associated with this activity (or the non-project code, which indicates that this activity is not associated with any project defined in the system). The field is available only if the Project management functionality is enabled in the Enable/disable functionalities (CS100000) window and the Track time check box is selected. |
| Project task |
The project task with which this activity is associated. You can select only a project task that relates to the project selected in the Project field. The field is available only if the Project management functionality is enabled in the Enable/disable functionalities (CS100000) window and the Track time check box is selected. |
| Track time |
A check box that you select to make available elements that you can use to enter the time-related information. The check box is available only if the Time reporting on a ctivity functionality is enabled in the Enable/disable functionalities (CS100000) window. |
| Status |
The status of the activity, which is one of the following options: Open, Cancelled, or Complete. The field is available only if the Track t time check box is selected. |
| Approver |
Read-only. The person that is responsible for approving the activity. The field is available only if the Project management functionality is enabled in the Enable/disable functionalities (CS100000) window and the Track time check box is selected. |
| Earning Type |
The earning type for the activity, which determines how labour is costed. The options are defined in the Type of hours (EP102000) window. The field is available only if the Track time check box is selected. |
| Time spent |
The time (in hours and minutes) spent on the activity. The field is available only if the Track time check box is selected. |
| Invoiceable |
A check box that you select if the time spent on the activity is invoice able. The check box is available only if the Track t ime check box is selected. |
| Released |
A check box that indicates (if selected) that the activity has been released. The check box is available only if the Track time check box is selected. |
| Invoiceable time |
The time that can be invoiced (in hours and minutes) spent on the activity. This time cannot be equal to zero or exceed the time specified in the Time spent field. The field is available only if the Track time and Invoiceable check boxes are selected. |
| Reference no. |
A reference to the invoice that has been generated when the released activity has been invoiced. The field is available only if the Track time and Invoiceable check boxes are selected. |
The Select entity dialog box
By using this dialog box, you can specify which entity relates to the activity whose data you are adjusting.
| Element | Description |
|---|---|
| Type | The type of the related entity. |
| Entity | The related entity of the type. |
| OK | A button that accepts your changes and closes the dialog box. |
| Cancel | A button that closes the dialog box and cancels the selection. |
Related reference
Projects (PM301000)
Project tasks (PM302000)
